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TOCQX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$48.22
Change
-$0.26 (-0.54%)
Net Assets
504.71M

TOCQX price forecast, quote, news & analysis

Category: @Large Blend
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), Merck & Co (NYSE:MRK), QUALCOMM (NASDAQ:QCOM), Applied Materials (NASDAQ:AMAT), Nextera Energy Inc (NYSE:NEE).

Industry description

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of U.S. companies. It may also invest up to 25% of its net assets in non-U.S. companies, including in American Depositary Receipts ("ADRs"), in both developed and emerging markets. The fund seeks to invest in companies that have good long-term business fundamentals but are temporarily out of favor with investors, and hence have a market value lower than their intrinsic value.

Market Cap

The average market capitalization across the Tocqueville MF is 1.17T. The market cap for tickers in the group ranges from 1.36B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is OEC at 1.36B.

Volume

The average weekly volume growth across all stocks in the Tocqueville MF was 12%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -42%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 54
Price Growth Rating: 45
SMR Rating: 34
Profit Risk Rating: 28
Seasonality Score: -11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Tocqueville Trust40 West 57th St. 19th FLNew York
Phone
N/A
Web
www.tocquevillefunds.com